Creating Reports

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    There are three options that can be used to create a report:

    • New using Wizard
    • New grid
    • New pivot

    These options can be found on the Task Bar in the Report Catalogue and edit mode window.

    New using Wizard

    The Wizard option can be used to guide you through report generation.

    From the main toolbar select Reporting followed by New using Wizard from the task bar,  or the Create using wizard from the Ribbon. 

    Wizard-New.png

    Report Details

    Allows core information to be captured and used within the report.  Add the information into the Report Details screen.

    Name

    Entry of the report name is mandatory and is included on the printed report. 

    Type

    Two report types are available for selection;  Grid and Pivot Table

    Grid

    Allows you to create a simple report in a tabular format; the selected fields are shown in a grid.

                Pivot Table

    Allows you to quickly summarise the data and highlight desired information.  The pivot table consists of Rows, Columns and Data which was determined by you on step 2 in the wizard.

    Description

    Entry of the Description is not mandatory, this is a useful area to detail how and when the report is used within the practice.

    Category

    A user definable option for grouping of reports.  See Categories

    Click Next or the Fields tab to continue.

    Grid

    If Grid is selected from Step 1, then the Report Wizard window appears in Step 2

    RW-Grid.png

    Pivot

    If Pivot is selected from Step 1, then the Report Wizard  window appears in Step 2

    RW-Pivot.png

    Note: The only difference in Step 2 between Grid and Pivot is the additional Pivot Area column

    Fields

    Provides a tree to select fields and a panel to set the properties.

    RW-Fields.png

    The Fields screen is made up of two elements:

    1.    Select the fields to be included in the report; this can be done using either the search facility or by expanding the Product Nodes.  The products displayed are contingent upon your licence.

    2.    This area is used to determine ordering and formatting.  When using the type Pivot Table, additional details need to be added to the Pivot Area column.

    Field Name

    This is the field selected

    Pivot Area

    Allows you to set the pivot areas for the report.  The display of the Pivot column is determined by the report type in step 1.

    Visible

    Determines whether the selected field is displayed within the final report. 

    Note: If visible is not ticked, this allows the field to be used for filtering purposes but is not visible in the final report.

    Filters

    Allows you to set Prompt and Mandatory options on the fields.  Note: This is the same as the right click functionality.

    Up/Down Arrows

    Allows you to reposition the field order

     

    Filter

    Allows you to apply filters to the selected fields.

    RW-Filter.png

    Click the Click here to filter records button to access and apply relevant filtering.  This has been adapted from and behaves in the same manner as CCH Central’s Advanced Search.

    Parameters

    The following is a list of available parameters.

    RW-Filter2.png

    Starts with, is available to therepofilter1.png ; this enables users to apply a filter and return a specific result e.g. only return clients where their Postcode Starts with KT.

    Note:  If the report is to be searchable from the Find Clients “Search from reports” option, the Name field (which can be hidden) must be included in the report.

    Layout

    Provides a snapshot of the data to be returned.

    Step4NewWizard.png

    The number of records returned in the snapshot is determined by a configuration key.  (See Configuration Keys)

    Output

    Provides viewing options.

    RW-Output.png

     

    Open Report for Editing

    Opens report in edit mode displaying only the snapshot information

    Run Report

    Opens report in edit mode returning all records

    Print preview report

    Opens report in preview and edit mode

    Click Finish.

    New Grid

    The New grid option allows you to create a blank grid report.

    Click New grid from Task bar

    NewGrid.PNG

    To add fields within the report, expand the tree and select or drag fields into the grid.

    New Pivot

    The New pivot option allows you to create a blank pivot report.

    Click New pivot from Task bar

    NewPivot.PNG

    When selecting fields within the report, fields are displayed into the Row area.

    To arrange the selected fields within the report, drag the header fields into the desired area.

    In the example below, the Client Partner field is dragged from Row area into the Column area:

    DragField.png

    Unrelated Data warning message

    When creating a new report, you may select field that are from different report categories and are not related to each other.  The following warning message is returned to advise you that the report contains unrelated data.

    UnrelatedDataMessage.png

    Missing information warning message

    When creating a report, fields are generally selected from the Contact and Client areas, then any other plug in area. 

    The following message is returned when a report is created where fields are missing from the Contact area – eg: Name.

    MissingInfoMessage.png